Ardmore Road Asset Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ardmore Road Asset Management LP reported 64 stock positions worth $1.5 billion. Its top holding was Corning (GLW) at 5.4% of the portfolio, followed by T-Mobile US (TMUS, 4.1%) and Equinix (EQIX, 4.1%). Compared with Q4 2025, it opened 24 new positions, sold out of 34, added to 27 and reduced 13. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- WESTPORT, CT
- CIK
- 0001835730
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001835730-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 64 stocks · $1.5B
| GLW Corning Inc. | 5.37% | 600,000 | $81.6M | Add +137.8% |
| TMUS T-Mobile US Inc. | 4.15% | 300,000 | $63.0M | Add +35.6% |
| EQIX Equinix Inc. | 4.07% | 63,000 | $61.8M | Add +34.8% |
| META Meta Platforms Inc. Class A | 3.81% | 101,000 | $57.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 3.34% | 150,000 | $50.7M | Reduce -4.0% |
| LITE Lumentum Holdings Inc. | 3.29% | 71,000 | $49.9M | Reduce -24.2% |
| UBER Uber Technologies Inc. | 2.84% | 600,000 | $43.2M | Reduce -4.1% |
| VZ Verizon Communications Inc. | 2.68% | 811,000 | $40.7M | Add +48.1% |
| SNDK Sandisk Corp. | 2.55% | 61,000 | $38.8M | New |
| LRCX Lam Research Corp. | 2.46% | 175,000 | $37.4M | New |
| CIEN Ciena Corp. | 2.33% | 91,000 | $35.3M | New |
| SPOT Spotify Technology SA | 2.24% | 70,000 | $33.9M | Add +34.3% |
| AMAT Applied Materials Inc. | 2.14% | 95,000 | $32.5M | New |
| INTU Intuit Inc. | 2.11% | 74,100 | $32.0M | Add +235.1% |
| AMZN Amazon.com Inc. | 2.06% | 150,000 | $31.2M | Add +43.9% |
| HUBS HubSpot Inc. | 2.02% | 125,800 | $30.7M | Add +108.3% |
| NTNX Nutanix Inc. Class A | 1.98% | 790,400 | $30.0M | Add +16.7% |
| WBD Warner Bros Discovery Inc. | 1.96% | 1,086,000 | $29.8M | Add +194.6% |
| MSFT Microsoft Corp. | 1.95% | 80,000 | $29.6M | Reduce -13.8% |
| AFRM Affirm Holdings Inc. | 1.81% | 600,000 | $27.5M | Add +849.6% |
| DASH DoorDash Inc. Class A | 1.81% | 183,000 | $27.5M | New |
| SNPS Synopsys Inc. | 1.80% | 68,800 | $27.3M | Reduce -12.0% |
| CRWV Coreweave Inc. Class A | 1.79% | 351,000 | $27.2M | Add +3410.0% |
| CSGP Costar Group Inc. | 1.77% | 666,900 | $26.9M | New |
| OMC Omnicom Group | 1.75% | 353,400 | $26.6M | Add +49.1% |
| FTNT Fortinet Inc. | 1.73% | 321,200 | $26.2M | Add +18.2% |
| NFLX Netflix Inc. | 1.68% | 265,000 | $25.5M | Add +27.1% |
| BKNG Booking Holdings Inc. | 1.66% | 6,000 | $25.3M | Add +44.0% |
| AMD Advanced Micro Devices | 1.47% | 110,000 | $22.4M | Reduce -29.6% |
| PCOR Procore Technologies Inc. | 1.43% | 381,600 | $21.8M | Add +75.7% |
| CART Maplebear Inc. | 1.43% | 578,024 | $21.7M | Reduce -30.9% |
| WMG Warner Music Group Corp. Class A | 1.42% | 843,836 | $21.6M | Add +61.9% |
| COHR Coherent Corp. | 1.27% | 81,000 | $19.3M | Reduce -42.5% |
| IBIT iShares Bitcoin Trust ETF | 1.26% | 500,000 | $19.2M | Add +79.1% |
| EXPE Expedia Group Inc. | 1.14% | 75,000 | $17.3M | New |
| GRAB Grab Holdings Ltd. Class A | 1.10% | 4,575,000 | $16.7M | Add +119.6% |
| ADI Analog Devices Inc. | 1.09% | 52,000 | $16.5M | New |
| MRVL Marvell Technology Inc. | 1.07% | 164,212 | $16.3M | Reduce -37.0% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 1.06% | 400,000 | $16.1M | New |
| AVGO Broadcom Inc. | 1.04% | 51,000 | $15.8M | Reduce -24.7% |
| PDD PDD Holdings Inc. | 1.03% | 153,000 | $15.6M | New |
| WDAY Workday Inc. Class A | 1.01% | 118,300 | $15.4M | New |
| LYV Live Nation Entertainment Inc. | 1.00% | 100,000 | $15.3M | New |
| TCOM Trip.com Group Ltd.-ADR | 0.98% | 300,000 | $14.9M | New |
| XYZ Block Inc. | 0.97% | 246,000 | $14.8M | Add +57.1% |
| AEIS Advanced Energy Industries | 0.94% | 44,000 | $14.2M | New |
| LLYVK Liberty Live Holdings Class C | 0.93% | 150,000 | $14.1M | New |
| TEAM Atlassian Corp. Class A | 0.83% | 183,900 | $12.6M | Reduce -30.9% |
| SE Sea Ltd.-ADR | 0.82% | 151,000 | $12.5M | Add +184.1% |
| RDDT Reddit Inc. Class A | 0.80% | 90,000 | $12.1M | New |
| SMCI Super Micro Computer Inc. | 0.79% | 525,000 | $12.0M | New |
| FWONK Liberty Media Corp. Class C | 0.78% | 140,000 | $11.9M | New |
| ROKU Roku Inc. | 0.75% | 120,000 | $11.4M | Add +130.2% |
| TER Teradyne Inc. | 0.59% | 30,000 | $8.9M | New |
| FIG Figma Inc. Class A | 0.56% | 400,000 | $8.5M | New |
| MNDY Monday.com Ltd. | 0.54% | 118,700 | $8.2M | Add +18.1% |
| FOX Fox Corp. Class B | 0.52% | 148,178 | $7.9M | Reduce -79.7% |
| GTM Zoominfo Technologies Inc. | 0.50% | 1,268,300 | $7.6M | Add +53.2% |
| RBLX Roblox Corp. Class A | 0.47% | 125,000 | $7.1M | New |
| PTON Peloton Interactive Inc. Class A | 0.42% | 1,500,000 | $6.4M | Add +187.9% |
| BILL Bill Holdings Inc. | 0.28% | 109,100 | $4.2M | Add +245.3% |
| LYFT LYFT Inc. Class A | 0.26% | 300,322 | $4.0M | New |
| SNAP Snap Inc. Class A | 0.21% | 700,000 | $3.2M | Reduce -39.0% |
| FWONA Liberty Media Corp. Class A | 0.10% | 20,000 | $1.6M | New |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Sold out | 0.00% | −4.41 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −3.41 |
| FOX Fox Corp. Class B | Reduce -79.7% | 0.52% | −3.07 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −2.72 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −2.55 |
| TEAM Atlassian Corp. Class A | Reduce -30.9% | 0.83% | −2.44 |
| CVNA Carvana Co. | Sold out | 0.00% | −2.20 |
| EBAY eBay Inc. | Sold out | 0.00% | −2.13 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.98 |
| MSFT Microsoft Corp. | Reduce -13.8% | 1.95% | −1.45 |
| CART Maplebear Inc. | Reduce -30.9% | 1.43% | −1.43 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −1.40 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −1.09 |
| AMD Advanced Micro Devices | Reduce -29.6% | 1.47% | −1.06 |
| UBER Uber Technologies Inc. | Reduce -4.1% | 2.84% | −1.03 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −1.01 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.99 |
| SNPS Synopsys Inc. | Reduce -12.0% | 1.80% | −0.99 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.93 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −0.91 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.90 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.83 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.77 |
| AVGO Broadcom Inc. | Reduce -24.7% | 1.04% | −0.74 |
| COHR Coherent Corp. | Reduce -42.5% | 1.27% | −0.70 |
| MRVL Marvell Technology Inc. | Reduce -37.0% | 1.07% | −0.61 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.54 |
| SNAP Snap Inc. Class A | Reduce -39.0% | 0.21% | −0.49 |
| CVLT Commvault Systems Inc. | Sold out | 0.00% | −0.28 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.27 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.27 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.0% | 3.34% | −0.26 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.11 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.10 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.09 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.08 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.07 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.07 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.07 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.06 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.06 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.06 |
| CRCL Circle Internet Group Inc. | Sold out | 0.00% | −0.06 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.06 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.05 |
| STUB Stubhub Holdings Inc. Class A | Sold out | 0.00% | −0.03 |
| LITE Lumentum Holdings Inc. | Reduce -24.2% | 3.29% | +0.67 |
Portfolio Buys Q4 2025 → Q1 2026
| META Meta Platforms Inc. Class A | New | 3.81% | +3.81 |
| GLW Corning Inc. | Add +137.8% | 5.37% | +3.70 |
| SNDK Sandisk Corp. | New | 2.55% | +2.55 |
| LRCX Lam Research Corp. | New | 2.46% | +2.46 |
| CIEN Ciena Corp. | New | 2.33% | +2.33 |
| AMAT Applied Materials Inc. | New | 2.14% | +2.14 |
| DASH DoorDash Inc. Class A | New | 1.81% | +1.81 |
| CSGP Costar Group Inc. | New | 1.77% | +1.77 |
| CRWV Coreweave Inc. Class A | Add +3410.0% | 1.79% | +1.74 |
| AFRM Affirm Holdings Inc. | Add +849.6% | 1.81% | +1.45 |
| EQIX Equinix Inc. | Add +34.8% | 4.07% | +1.35 |
| WBD Warner Bros Discovery Inc. | Add +194.6% | 1.96% | +1.16 |
| EXPE Expedia Group Inc. | New | 1.14% | +1.14 |
| ADI Analog Devices Inc. | New | 1.09% | +1.09 |
| GDS GDS Holdings Ltd. - ADR | New | 1.06% | +1.06 |
| PDD PDD Holdings Inc. | New | 1.03% | +1.03 |
| WDAY Workday Inc. Class A | New | 1.01% | +1.01 |
| LYV Live Nation Entertainment Inc. | New | 1.00% | +1.00 |
| INTU Intuit Inc. | Add +235.1% | 2.11% | +1.00 |
| VZ Verizon Communications Inc. | Add +48.1% | 2.68% | +0.99 |
| TCOM Trip.com Group Ltd.-ADR | New | 0.98% | +0.98 |
| AEIS Advanced Energy Industries | New | 0.94% | +0.94 |
| LLYVK Liberty Live Holdings Class C | New | 0.93% | +0.93 |
| RDDT Reddit Inc. Class A | New | 0.80% | +0.80 |
| SMCI Super Micro Computer Inc. | New | 0.79% | +0.79 |
| FWONK Liberty Media Corp. Class C | New | 0.78% | +0.78 |
| TMUS T-Mobile US Inc. | Add +35.6% | 4.15% | +0.75 |
| TER Teradyne Inc. | New | 0.59% | +0.59 |
| FIG Figma Inc. Class A | New | 0.56% | +0.56 |
| RBLX Roblox Corp. Class A | New | 0.47% | +0.47 |
| ROKU Roku Inc. | Add +130.2% | 0.75% | +0.32 |
| GRAB Grab Holdings Ltd. Class A | Add +119.6% | 1.10% | +0.31 |
| SE Sea Ltd.-ADR | Add +184.1% | 0.82% | +0.31 |
| OMC Omnicom Group | Add +49.1% | 1.75% | +0.30 |
| LYFT LYFT Inc. Class A | New | 0.26% | +0.26 |
| PCOR Procore Technologies Inc. | Add +75.7% | 1.43% | +0.23 |
| AMZN Amazon.com Inc. | Add +43.9% | 2.06% | +0.23 |
| IBIT iShares Bitcoin Trust ETF | Add +79.1% | 1.26% | +0.21 |
| WMG Warner Music Group Corp. Class A | Add +61.9% | 1.42% | +0.21 |
| XYZ Block Inc. | Add +57.1% | 0.97% | +0.20 |
| NFLX Netflix Inc. | Add +27.1% | 1.68% | +0.20 |
| HUBS HubSpot Inc. | Add +108.3% | 2.02% | +0.19 |
| PTON Peloton Interactive Inc. Class A | Add +187.9% | 0.42% | +0.18 |
| BILL Bill Holdings Inc. | Add +245.3% | 0.28% | +0.14 |
| FWONA Liberty Media Corp. Class A | New | 0.10% | +0.10 |
| FTNT Fortinet Inc. | Add +18.2% | 1.73% | +0.09 |
| BKNG Booking Holdings Inc. | Add +44.0% | 1.66% | −0.03 |
| SPOT Spotify Technology SA | Add +34.3% | 2.24% | −0.06 |
| GTM Zoominfo Technologies Inc. | Add +53.2% | 0.50% | −0.14 |
| MNDY Monday.com Ltd. | Add +18.1% | 0.54% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $1.7B | AMD, GWRE, TMUS, VZ, TSM |
| Q1 2026 | 64 | $1.5B | GLW, TMUS, EQIX, META, TSM |
| Q4 2025 | 74 | $1.3B | NVDA, UBER, TSM, FOX, DIS |
| Q3 2025 | 71 | $1.5B | NVDA, AMD, GOOGL, XYZ, FLUT |
| Q2 2025 | 39 | $1.2B | GOOGL, AMD, T, CSCO, AMZN |
| Q1 2025 | 38 | $975.2M | META, XYZ, SNOW, CSCO, FLUT |
| Q4 2024 | 36 | $685.8M | META, FLUT, JD, AMZN, T |
| Q3 2024 | 41 | $775.7M | QQQ, META, AVGO, SPOT, PYPL |
| Q2 2024 | 42 | $649.1M | NVDA, FLUT, AAPL, MSFT, AMZN |
| Q1 2024 | 36 | $567.7M | EXPE, AMZN, NFLX, BABA, NVDA |